Elixir Consulting

17/04/2025

𝗘𝗻𝗿𝗼𝗹𝗺𝗲𝗻𝘁𝘀 𝗻𝗼𝘄 𝗼𝗽𝗲𝗻!

Enrolments are still open for our May intake of the Practice Managers Training Program, and we would love to have you join us!

Commencing on Tuesday, May 6th, the Practice Managers Training Program is ideal for anyone who is currently working in a practice management role, wanting to upskill or improve their confidence, or simply wanting to know how to be more effective in their role.

For more information, and to secure your place, click here: https://elixirconsulting.com.au/practice-manager-training-program/

13/02/2025

𝗙𝗶𝗻𝗮𝗹 𝗱𝗮𝘆𝘀 𝘁𝗼 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿!

The final days to register for the upcoming cohort of the 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 are here, and we have spots left - so reserve your place today!

If you haven't heard about the Practice Managers Training Program, click here for more information: https://elixirconsulting.com.au/practice-manager-training-program/

10/02/2025

We're almost ready to welcome our latest group of students to the 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗣𝗿𝗼𝗴𝗿𝗮𝗺, however there's still time to secure your spot!

The Practice Managers Training Program is designed to help those working in an administration role who are wanting to 'level up' their skills, for those already in a practice management role, or for those who are simply wanting to improve their effectiveness within their practice.

Here's what our previous students have said about the program:

"𝐼 𝑓𝑜𝑢𝑛𝑑 𝑡ℎ𝑒 𝑐𝑜𝑛𝑡𝑒𝑛𝑡 𝑡𝑜 𝑏𝑒 𝑎 𝑔𝑜𝑜𝑑 𝑚𝑖𝑥 𝑜𝑓 𝑝𝑟𝑎𝑐𝑡𝑖𝑐𝑎𝑙 𝑎𝑝𝑝𝑙𝑖𝑐𝑎𝑡𝑖𝑜𝑛 𝑎𝑛𝑑 𝑡ℎ𝑒𝑜𝑟𝑦. 𝐵𝑒𝑖𝑛𝑔 𝑝𝑟𝑜𝑣𝑖𝑑𝑒𝑑 𝑤𝑖𝑡ℎ 𝑢𝑠𝑒𝑓𝑢𝑙 𝑒𝑥𝑐𝑒𝑙 𝑡𝑜𝑜𝑙𝑠 𝑎𝑛𝑑 𝑡𝑒𝑚𝑝𝑙𝑎𝑡𝑒𝑠 𝑓𝑜𝑟 𝑗𝑜𝑏 𝑑𝑒𝑠𝑐𝑟𝑖𝑝𝑡𝑖𝑜𝑛𝑠 𝑒𝑡𝑐 𝑤𝑖𝑙𝑙 𝑏𝑒 𝑖𝑛𝑣𝑎𝑙𝑢𝑎𝑏𝑙𝑒 𝑓𝑜𝑟 𝑚𝑎𝑛𝑦 𝑜𝑓 𝑡ℎ𝑒 𝑠𝑚𝑎𝑙𝑙𝑒𝑟 𝑓𝑖𝑟𝑚𝑠. 𝑂𝑣𝑒𝑟𝑎𝑙𝑙 𝑎𝑠 𝑎 𝑠𝑚𝑎𝑙𝑙 𝑝𝑟𝑎𝑐𝑡𝑖𝑐𝑒 𝐼 𝑐𝑎𝑛 𝑠𝑒𝑒 𝑎𝑛 𝑖𝑚𝑚𝑒𝑛𝑠𝑒 𝑎𝑚𝑜𝑢𝑛𝑡 𝑜𝑓 𝑣𝑎𝑙𝑢𝑒 𝑓𝑜𝑟 𝑡ℎ𝑒 𝑐𝑜𝑢𝑟𝑠𝑒 𝑎𝑛𝑑 𝑡ℎ𝑖𝑠 𝑝𝑟𝑜𝑔𝑟𝑎𝑚 ℎ𝑎𝑠 𝑎𝑖𝑑𝑒𝑑 𝑚𝑦 𝑑𝑒𝑣𝑒𝑙𝑜𝑝𝑚𝑒𝑛𝑡 100%."

"𝐼 𝑓𝑒𝑙𝑙 𝑤𝑒𝑙𝑙 𝑖𝑛𝑓𝑜𝑟𝑚𝑒𝑑 𝑛𝑜𝑤 𝑡ℎ𝑎𝑡 𝐼 ℎ𝑎𝑣𝑒 𝑐𝑜𝑚𝑝𝑙𝑒𝑡𝑒𝑑 𝑡ℎ𝑒 𝑐𝑜𝑢𝑟𝑠𝑒, 𝑡ℎ𝑒 𝑟𝑜𝑙𝑒 𝑜𝑓 𝑝𝑟𝑎𝑐𝑡𝑖𝑐𝑒 𝑚𝑎𝑛𝑎𝑔𝑒𝑟 𝑖𝑠 𝑚𝑢𝑐ℎ 𝑐𝑙𝑒𝑎𝑟𝑒𝑟."

"𝐼 𝑟𝑒𝑎𝑙𝑙𝑦 𝑒𝑛𝑗𝑜𝑦𝑒𝑑 𝑡ℎ𝑒 𝑐𝑜𝑢𝑟𝑠𝑒 𝑎𝑛𝑑 𝑡𝑜 ℎ𝑎𝑣𝑒 𝑜𝑡ℎ𝑒𝑟 𝑝𝑒𝑜𝑝𝑙𝑒 𝑠𝑝𝑒𝑎𝑘 𝑎𝑏𝑜𝑢𝑡 𝑡ℎ𝑒𝑖𝑟 𝑒𝑥𝑝𝑒𝑟𝑖𝑒𝑛𝑐𝑒𝑠. 𝐼 𝑔𝑎𝑖𝑛𝑒𝑑 𝑎 𝑙𝑜𝑡 𝑜𝑓 𝑐𝑜𝑛𝑓𝑖𝑑𝑒𝑛𝑐𝑒 𝑏𝑎𝑐𝑘 𝑑𝑜𝑖𝑛𝑔 𝑡ℎ𝑖𝑠 𝑐𝑜𝑢𝑟𝑠𝑒 𝑎𝑛𝑑 𝑡𝑜 𝑘𝑛𝑜𝑤 𝑡ℎ𝑎𝑡 𝐼 𝑤𝑎𝑠 𝑜𝑛 𝑡ℎ𝑒 𝑟𝑖𝑔ℎ𝑡 𝑡𝑟𝑎𝑐𝑘 𝑓𝑜𝑟 𝑎 𝑏𝑒𝑠𝑡 𝑝𝑟𝑎𝑐𝑡𝑖𝑐𝑒 𝐹𝑃 𝑏𝑢𝑠𝑖𝑛𝑒𝑠𝑠. 𝐼 𝑐𝑎𝑛 𝑡𝑎𝑘𝑒 𝑡ℎ𝑖𝑠 𝑖𝑛𝑓𝑜𝑟𝑚𝑎𝑡𝑖𝑜𝑛 𝑎𝑛𝑑 𝑢𝑠𝑒 𝑡ℎ𝑖𝑠 𝑡𝑜 𝑏𝑒 𝑎 𝑚𝑜𝑟𝑒 𝑣𝑎𝑙𝑢𝑎𝑏𝑙𝑒 𝑡𝑒𝑎𝑚 𝑚𝑒𝑚𝑏𝑒𝑟."

If you or someone you know would like more information about the Practice Managers Training Program, click here: https://elixirconsulting.com.au/practice-manager-training-program/

Register today to ensure your place in our next cohort!

30/01/2025

𝗖𝗹𝗼𝘀𝗶𝗻𝗴 𝘀𝗼𝗼𝗻!

Registrations for our February intake of Practice Managers are closing soon, and we would love to see you there.

The 𝗣𝗿𝗮𝗰𝘁𝗶𝗰𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗿𝘀 𝗧𝗿𝗮𝗶𝗻𝗶𝗻𝗴 𝗣𝗿𝗼𝗴𝗿𝗮𝗺 is designed for those who:
- want to upskill from an administration role to improve and/or take a more senior role,
- are currently in a Practice Manager role, looking to improve their skills and effectiveness, or
- are re-entering the workforce and/or wanting to step up a level in their career.

Delivered over 12 modules, topics covered include:
- Building your People and Culture
- Capacity Planning
- Running a compliant and ethical advice firm

If you—or someone you know—would like to know more about the Practice Managers Training Program, visit: https://elixirconsulting.com.au/practice-manager-training-program/

28/10/2024

Ready to elevate your career?

Join Australia’s premier training program tailored for both aspiring and current Practice Managers!

Designed by the experts at Elixir Consulting, this comprehensive course is ideal for those who:

• Want to transition from administration to a more senior position

• Are currently serving as Practice Managers and want to boost their effectiveness

• Are re-entering the workforce or seeking to advance their careers

What’s Included?

• Twelve self-paced modules featuring video and written content

• Seven live online workshops for practical application

• Multiple-choice assessments to test your knowledge

• Optional one-on-one coaching support

• Access to customizable templates

• Opportunities to connect with a community of like-minded peers

Intake starts on November 12, 2024!

Enrolment Fee: $2,495*

Make sure you seize this opportunity to boost your skills and confidence!

Claim your spot today!

https://elixirconsulting.com.au/practice-manager-training-program/

28/10/2024

As consultants assisting advisory firms to get more from their business, we have seen firsthand how powerful outsourcing can be for scaling businesses. With years of experience in the industry, we’ve helped many firms streamline their operations and unlock new growth potential through strategic outsourcing.

We find that most business owners see how it can transform their business, but few have witnessed the stratospheric growth achieved by Investblue. This is a fantastic article by Jasmine Siljic, exploring how Investblue is leveraging outsourcing to drive growth and enhance efficiency within their financial advice business.

"𝘚𝘪𝘯𝘤𝘦 𝘪𝘵 𝘧𝘪𝘳𝘴𝘵 𝘣𝘦𝘨𝘢𝘯 𝘶𝘴𝘪𝘯𝘨 𝘰𝘶𝘵𝘴𝘰𝘶𝘳𝘤𝘦𝘥 𝘢𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘷𝘦 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘪𝘯 2015, 𝘐𝘯𝘷𝘦𝘴𝘵 𝘉𝘭𝘶𝘦 𝘩𝘢𝘴 𝘨𝘳𝘰𝘸𝘯 𝘧𝘳𝘰𝘮 11 𝘰𝘧𝘧𝘴𝘩𝘰𝘳𝘦 𝘴𝘵𝘢𝘧𝘧 𝘢𝘯𝘥 35 𝘰𝘯𝘴𝘩𝘰𝘳𝘦 𝘵𝘦𝘢𝘮 𝘮𝘦𝘮𝘣𝘦𝘳𝘴 𝘵𝘰 𝘯𝘰𝘸 190 𝘰𝘧𝘧𝘴𝘩𝘰𝘳𝘦 𝘢𝘯𝘥 310 𝘰𝘯𝘴𝘩𝘰𝘳𝘦."

Managing Director David Stephen shared their philosophy - which we find to be very common amongst forward-thinking advisory business leaders - "𝘛𝘩𝘦 𝘤𝘰𝘯𝘤𝘦𝘱𝘵 𝘰𝘧 𝘢𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘱𝘦𝘰𝘱𝘭𝘦 𝘰𝘯𝘴𝘩𝘰𝘳𝘦 𝘵𝘰 𝘨𝘳𝘰𝘸 𝘢𝘯𝘥 𝘦𝘷𝘰𝘭𝘷𝘦 𝘪𝘯𝘵𝘰 𝘵𝘩𝘦 𝘩𝘪𝘨𝘩𝘦𝘴𝘵 𝘳𝘰𝘭𝘦𝘴 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦𝘺 𝘤𝘢𝘯 𝘢𝘯𝘥 𝘵𝘩𝘦𝘯 𝘴𝘶𝘱𝘱𝘰𝘳𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘢𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘷𝘦 𝘦𝘭𝘦𝘮𝘦𝘯𝘵𝘴 𝘰𝘧 𝘵𝘩𝘦𝘪𝘳 𝘳𝘰𝘭𝘦 𝘵𝘩𝘳𝘰𝘶𝘨𝘩 𝘰𝘧𝘧𝘴𝘩𝘰𝘳𝘪𝘯𝘨 – 𝘵𝘩𝘢𝘵’𝘴 𝘣𝘦𝘦𝘯 𝘰𝘶𝘳 𝘮𝘰𝘥𝘦𝘭."

Read the full article to learn how Invest Blue is redefining the future of financial planning through strategic outsourcing.

14/10/2024

Join Australia’s exclusive training course tailored for both aspiring and current Practice Managers!

Enrolments open now for start date of 12th November 2024!
Enrolment fee: $2,495*

Here's just a few quotes from previous graduates (real ones!):
"𝘐 𝘵𝘩𝘰𝘳𝘰𝘶𝘨𝘩𝘭𝘺 𝘦𝘯𝘫𝘰𝘺𝘦𝘥 𝘢𝘭𝘭 𝘵𝘩𝘦 𝘮𝘰𝘥𝘶𝘭𝘦𝘴 𝘢𝘯𝘥 𝘧𝘦𝘦𝘭 𝘐 𝘩𝘢𝘷𝘦 𝘨𝘢𝘪𝘯𝘦𝘥 𝘵𝘩𝘦 𝘬𝘯𝘰𝘸𝘭𝘦𝘥𝘨𝘦 𝘐 𝘯𝘦𝘦𝘥𝘦𝘥 𝘵𝘰 𝘣𝘦 𝘴𝘶𝘤𝘤𝘦𝘴𝘴𝘧𝘶𝘭 𝘪𝘯 𝘮𝘺 𝘳𝘰𝘭𝘦 𝘢𝘴 𝘢 𝘯𝘦𝘸 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘮𝘢𝘯𝘢𝘨𝘦𝘳/𝘩𝘦𝘢𝘥 𝘰𝘧 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘰𝘯𝘴. 𝘐 𝘧𝘦𝘦𝘭 𝘦𝘲𝘶𝘪𝘱𝘱𝘦𝘥 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘳𝘪𝘨𝘩𝘵 𝘵𝘰𝘰𝘭𝘴 𝘢𝘯𝘥 𝘳𝘦𝘴𝘰𝘶𝘳𝘤𝘦𝘴 𝘵𝘰 𝘣𝘦 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘢𝘴𝘴𝘪𝘴𝘵 𝘵𝘩𝘦 𝘵𝘦𝘢𝘮 𝘢𝘯𝘥 𝘭𝘦𝘢𝘥 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘪𝘯 𝘵𝘩𝘦 𝘥𝘪𝘳𝘦𝘤𝘵𝘪𝘰𝘯 𝘰𝘧 𝘨𝘳𝘰𝘸𝘵𝘩."
"𝘛𝘩𝘦 𝘬𝘯𝘰𝘸𝘭𝘦𝘥𝘨𝘦, 𝘯𝘦𝘸 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘨𝘦𝘯𝘶𝘪𝘯𝘦 𝘢𝘥𝘷𝘪𝘤𝘦 𝘢𝘯𝘥 𝘨𝘶𝘪𝘥𝘢𝘯𝘤𝘦 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘤𝘰𝘢𝘤𝘩𝘦𝘴 𝘩𝘢𝘴 𝘣𝘦𝘦𝘯 𝘦𝘹𝘤𝘦𝘱𝘵𝘪𝘰𝘯𝘢𝘭."
"𝘛𝘩𝘦 𝘤𝘰𝘶𝘳𝘴𝘦 𝘪𝘴 𝘷𝘦𝘳𝘺 𝘳𝘦𝘭𝘢𝘵𝘢𝘣𝘭𝘦 𝘵𝘰 𝘵𝘩𝘦 𝘦𝘷𝘦𝘳𝘺𝘥𝘢𝘺 𝘵𝘢𝘴𝘬𝘴 𝘵𝘩𝘢𝘵 𝘐 𝘢𝘮 𝘸𝘰𝘳𝘬𝘪𝘯𝘨 𝘰𝘯 𝘢𝘴 𝘢 𝘗𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘔𝘢𝘯𝘢𝘨𝘦𝘳 (𝘵𝘰 𝘣𝘦). 𝘐 𝘳𝘦𝘢𝘭𝘭𝘺 𝘦𝘯𝘫𝘰𝘺 𝘵𝘩𝘦 𝘸𝘰𝘳𝘬𝘴𝘩𝘰𝘱𝘴 𝘢𝘯𝘥 𝘨𝘦𝘵𝘵𝘪𝘯𝘨 𝘢 𝘧𝘦𝘦𝘭 𝘧𝘰𝘳 𝘩𝘰𝘸 𝘰𝘵𝘩𝘦𝘳 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴𝘦𝘴 𝘢𝘳𝘦 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘰𝘮𝘱𝘢𝘳𝘪𝘴𝘰𝘯 𝘵𝘰 𝘰𝘶𝘳 𝘰𝘸𝘯 𝘢𝘯𝘥 𝘦𝘷𝘦𝘯 𝘣𝘦𝘪𝘯𝘨 𝘢𝘣𝘭𝘦 𝘵𝘰 𝘢𝘴𝘬 𝘧𝘰𝘳 𝘢𝘥𝘷𝘪𝘤𝘦 𝘰𝘯 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘢𝘳𝘦𝘢𝘴 𝘪𝘯 𝘣𝘳𝘦𝘢𝘬𝘰𝘶𝘵 𝘳𝘰𝘰𝘮𝘴. 𝘙𝘢𝘵𝘩𝘦𝘳 𝘵𝘩𝘢𝘯 𝘫𝘶𝘴𝘵 𝘥𝘰𝘪𝘯𝘨 𝘰𝘯𝘭𝘪𝘯𝘦 𝘤𝘰𝘯𝘵𝘦𝘯𝘵, 𝘪𝘵 𝘪𝘴 𝘨𝘰𝘰𝘥 𝘵𝘰 𝘴𝘱𝘦𝘢𝘬 𝘵𝘰 𝘵𝘩𝘦 𝘌𝘭𝘪𝘹𝘪𝘳 𝘴𝘵𝘢𝘧𝘧 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘱𝘦𝘰𝘱𝘭𝘦 𝘶𝘯𝘥𝘦𝘳𝘵𝘢𝘬𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘶𝘳𝘴𝘦."

Don’t let this chance to enhance your skills and confidence pass you by.
Claim your spot today!

https://elixirconsulting.com.au/practice-manager-training-program/

11/10/2024

We’ve had the privilege of working with countless successful financial advice businesses, and one thing stands out: the best of the best have a crystal-clear Client Value Proposition (CVP).

Crafting a compelling CVP involves linking your clients' needs to your services.

A strong CVP not only attracts clients but also aligns your team around delivering exceptional value.

Curious to learn more?

Check out our article for deeper insights and practical steps to refine your CVP!

The Elixir Consulting team is fortunate enough to have worked with hundreds of successful financial advice businesses around the country. One of the attributes we see in the most successful businesses is that they have a very clear sense of their target clientele and what the value is that they deli

08/10/2024

Ready to advance your career in financial planning practice support?

Join Australia’s only training course specifically designed for aspiring and current Practice Managers!

This comprehensive program, developed by the experts at Elixir Consulting, is perfect for those who:
• Want to upskill from administration to a more senior role
• Are currently in a Practice Manager role and wish to enhance their effectiveness
• Are re-entering the workforce or looking to step up in their career

What’s included?
• Twelve self-paced modules with video and written materials
• Seven live online workshops to dive deeper into practical applications
• Multiple choice assessments
• Optional private coaching support
• Access to customizable templates
• Connect with a student community of like-minded peers

Intake starts on 12th November 2024!

Enrolment fee: $2,495*

Don’t miss out on this opportunity to enhance your skills and confidence.

Secure your spot today!

https://elixirconsulting.com.au/practice-manager-training-program/

07/10/2024

Defining strong, authentic values can set you apart from the competition and steer your business towards success.

Forget generic statements and empty slogans—focus on crafting values that truly reflect your firm's unique identity.

Embrace the mantra of "less is more" with 5-6 impactful values that resonate deeply with your team and your mission.

Transform your business culture and steer your team with a clear moral compass.

Curious about how to get started?

Check out our article on crafting meaningful company values and take the first step toward building a thriving, values-driven business https://elixirconsulting.com.au/2023/07/31/the-power-of-company-values-building-a-strong-foundation-for-financial-services-businesses/

In the competitive landscape of the financial services sector, establishing a solid foundation for your business is essential for long-term success. One crucial element that often goes overlooked is the development of a set of company values. While commonly associated with large corporations, the si...